Tag: going independent
Sep
14
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Building Your Practice: How OSJs Help BreakAway Financial Advisors
Starting your own firm is exciting for many financial professionals, including insurance agents and breakaway advisors. While this transition can be challenging, there are also...
Sep
11
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Introducing EFAssist: Real People, Real Support, Real Solutions
As one of the leading Super OSJs of Securities America, Evolution Financial Advisors (EFA) has created a service that our independent financial professional partners rely...
Aug
31
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How an OSJ Can Help Balance Your Quality of Life
In today’s fast-paced financial world, you may find that as an independent financial professional, you need more time to manage your current clients’ assets, meet...
Jul
31
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How to Use an OSJ to Streamline Your Back Office Operations
As an independent financial professional, you have to wear a lot of hats to make your firm run with some level of efficiency. However, your...
Jul
3
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Boost Your Practice’s Efficiency with FinTech Advancements
As an independent financial professional in today’s fast-paced, digital-centric environment, it’s crucial to leverage the power of technology to stay competitive. If you’re still questioning,...
Mar
20
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Is the OSJ Model Right for Your Practice?
Are you a CERTIFIED FINANCIAL PLANNER™ looking for a way to grow your business and maximize operational efficiency? The OSJ (Office of Supervisory Jurisdiction) model...
Mar
13
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What is an OSJ/Large Enterprise?
Are you an independent financial firm looking to understand more about OSJs (Offices of Supervisory Jurisdiction) and what working with a large enterprise could do...
Feb
3
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Welcome to Evolution Financial Advisors’ New Website
Take a tour of our new website! We've updated our look and feel to improve your experience and keep you up-to-date on what matters most...
